Purchases and Sales Made in Q1 2022 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD ENERGY ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
642+ 64200.0% |
$51.4K - $71K
|
643
$84.9K
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
625+ 3.4% |
$50.1K - $69.1K
|
19K
$2.51M
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
585+ 11.84% |
$46.9K - $64.7K
|
5.53K
$730K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
566+ 57.4% |
$45.3K - $62.6K
|
1.55K
$205K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
556New |
$44.5K - $61.5K
|
556
$73.4K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
550New |
$44.1K - $60.8K
|
550
$72.6K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
522+ 803.08% |
$41.8K - $57.7K
|
587
$77.5K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
511+ 2.44% |
$40.9K - $56.5K
|
21.4K
$2.83M
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
510+ 14.07% |
$40.9K - $56.4K
|
4.14K
$546K
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
462+ 7.37% |
$37K - $51.1K
|
6.73K
$889K
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
435+ 3.04% |
$34.8K - $48.1K
|
14.7K
$1.95M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
419+ 0.41% |
$33.6K - $46.3K
|
102K
$13.5M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
416New |
$33.3K - $46K
|
416
$54.9K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
411New |
$32.9K - $45.4K
|
411
$54.3K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
404+ 13.44% |
$32.4K - $44.7K
|
3.41K
$450K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
386+ 61.08% |
$30.9K - $42.7K
|
1.02K
$134K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
385+ 13.37% |
$30.8K - $42.6K
|
3.26K
$431K
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
366+ 2.45% |
$29.3K - $40.5K
|
15.3K
$2.02M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
362New |
$29K - $40K
|
362
$47.8K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
356+ 7.24% |
$28.5K - $39.4K
|
5.28K
$697K
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
342+ 8.42% |
$27.4K - $37.8K
|
4.4K
$582K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
303+ 6.94% |
$24.3K - $33.5K
|
4.67K
$617K
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
300New |
$24K - $33.2K
|
300
$39.6K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
297+ 4.01% |
$23.8K - $32.8K
|
7.7K
$1.02M
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
290+ 1380.95% |
$23.2K - $32.1K
|
311
$41.1K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
280New |
$22.4K - $31K
|
280
$37K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
273New |
$21.9K - $30.2K
|
273
$36.1K
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
268+ 37.59% |
$21.5K - $29.6K
|
981
$130K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
268+ 1.62% |
$21.5K - $29.6K
|
16.8K
$2.22M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
245New |
$19.6K - $27.1K
|
245
$32.4K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
227+ 2.28% |
$18.2K - $25.1K
|
10.2K
$1.34M
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
224+ 4.58% |
$17.9K - $24.8K
|
5.12K
$676K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
223+ 1.53% |
$17.9K - $24.7K
|
14.8K
$1.96M
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
215+ 8.22% |
$17.2K - $23.8K
|
2.83K
$374K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
210New |
$16.8K - $23.2K
|
210
$27.7K
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
200New |
$16K - $22.1K
|
200
$26.4K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
188+ 3.5% |
$15.1K - $20.8K
|
5.57K
$735K
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
185+ 6.28% |
$14.8K - $20.5K
|
3.13K
$413K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
178+ 41.69% |
$14.3K - $19.7K
|
605
$79.9K
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
169+ 5.57% |
$13.5K - $18.7K
|
3.2K
$423K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
165+ 105.77% |
$13.2K - $18.2K
|
321
$42.4K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
164+ 7.25% |
$13.1K - $18.1K
|
2.43K
$321K
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
153New |
$12.3K - $16.9K
|
153
$20.2K
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
151+ 30.94% |
$12.1K - $16.7K
|
639
$84.4K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
151+ 5.1% |
$12.1K - $16.7K
|
3.11K
$411K
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
147+ 2.19% |
$11.8K - $16.3K
|
6.85K
$905K
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
146+ 2.76% |
$11.7K - $16.1K
|
5.44K
$718K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
141+ 0.7% |
$11.3K - $15.6K
|
20.3K
$2.68M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
141+ 3.67% |
$11.3K - $15.6K
|
3.99K
$527K
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
129New |
$10.3K - $14.3K
|
129
$17K
|